CONSULTING
We all have a couple of Excel clean-up projects we want to get to, but there are too many other fires to put out. What could you accomplish if you freed up just a couple of hours a week? Work less overtime. Spend more time with family. Work on the fun, impactful stuff. And dramatically increase your value.
Don’t put off those important projects…or risk joining the Excel horror story hall of fame!
SERVICES
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Excel process automation |
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Financial reporting optimization |
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Presentation/board book optimization |
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Dashboarding |
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Accounting process optimization (reconciliations/journal entries) |
CASE STUDIES
Weekly Reporting Optimization
Company profile: Restaurant company with 50+ locations
Summary: 10 hours weekly to 0.5 hours weekly
Before state: Weekly report sent to field management took 10 hours to prepare every Thursday. It included so much data that no one used it.
After state: After optimizing the process, it took 30 minutes to refresh data, add commentary/action items, and send summarized views to the right people with links to drill down to more details. The field fully embraced it.
Results: Field management had clear action items, scorecards that encouraged friendly competition, and accountability improved. Optimizing the preparation freed up time for further reporting improvements and strategic initiatives.
Quarterly Business Review Automation
Company profile: Restaurant company with 50+ locations
Summary: 50 hours quarterly to 1 hour quarterly
Before state: Quarterly reporting package for 50 locations was prepared to support QBR meetings. Each location took an hour to compile data with endless copy and paste, causing errors and frustration. This occurred during a crucial time when other requirements caused significant overtime.
After state: The preparation process was refined to build enhanced reports for all locations at one time in less than one hour, including time for review and commentary. It was also much more scalable to accommodate growth.
Results: In addition to significant time savings and quality improvement, the enhanced reports facilitated improved discussions where best practices could easily be shared and successes could be replicated
Weekly Payroll Filing Automation
Company profile: Restaurant company with 60+ locations
Summary: 8 hours weekly to 15 minutes weekly
Before state: 60 CSV files had to be prepared for each location individually to process payroll, then each file had to be manually uploaded to the payroll software. This took significant manual time and caused frequent rework.
After state: After optimizing the process, all 60 files were created in one step, including proactive validation. The files were then automatically uploaded to the web-based payroll software using Excel-based RPA.
Results: This freed up an entire day every week for a one-person payroll team. It prevented late filings and payments to employees, and allowed the payroll team to prioritize other important initiatives without adding staff.
Client Communication/Invoice Automation
Company profile: Gas station renovation company
Summary: 15 hours monthly to 30 minutes monthly
Before state: Each month, 50-100 emails were sent to clients reminding them of annual testing requirements. This required drafting an email and attached document with key customer information. This took 15 hours each month spread across the first few days of the month.
After state: The customer tracking file was optimized and automatically drafted emails and attached formal notice documents and sent them to customers. All communications could be sent in just 15 minutes.
Results: In addition to saving time and reducing errors, the process was replicated to add new processes (such as invoice follow-ups) that otherwise would not have been done, which improved customer collections.
